See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,074,742 |
Service code 37 · EIN 04-2647786 | Loan Processing | $450,199 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,104 | $68,330-16.4% | $149,673-61.8% | $96,393-40.8% |
| Participation rate | 97.2% | 74.6%+22.6pp | 78.8%+18.5pp | 71.3%+25.9pp |
| Annual return | 20.11% | 29.64%-9.5pp | 134.42%-114.3pp | 22.88%-2.8pp |
| Employer contribution / active EE | $1,520 | $2,139-28.9% | $4,818-68.4% | $3,238-53.0% |
| Participant deferral / active EE | $7,221 | $4,422+63.3% | $5,680+27.1% | $5,455+32.4% |
| Admin fee / account holder | $35 | $52-32.7% | $13,210-99.7% | $74-52.6% |